Portfolio AI Readiness Diagnostic

One framework for AI readinessacross the whole portfolio.

Portfolio companies rarely have a clear picture of where they stand on AI. This diagnostic gives PE operating teams a consistent way to assess readiness, compare companies, and prioritize where a 90-day sprint will move the needle fastest.

Before you fund a sprint, you need to know which portfolio company is ready and which workflow is worth it. The output is a sponsor-level report you can share with deal teams and boards, not a stack of company-by-company decks that never line up.

What the diagnostic delivers

Cross-portfolio AI readiness scoring

One consistent framework applied across every company, so readiness is comparable instead of anecdotal.

Common workflow patterns by sector and operating model

The workflows that repeat across your portfolio, mapped by sector and operating model, so wins compound.

Readiness and risk segmentation by company

Each company segmented by readiness and risk, so you know where to move now and where to wait.

Prioritized sprint roadmap by portfolio company

A sequenced 90-day sprint plan per company, ordered by where impact lands fastest inside the hold period.

Sponsor-level value creation report

A single report you can share with deal teams and boards, written for value creation, not for engineers.

See where your portfolio stands.

One framework, applied across companies, with a prioritized sprint roadmap your deal teams and boards can act on.